Customer Service Representatives / Financial Services

1+ year in financial services or banking (preferred)

Strong customer focus with a passion for helping others

Comfortable navigating multiple systems and tools

All your information will be kept confidential according to EEO guidelines.

EEOC and Veteran Documentation

During employment, employees are treated without regard to race, color, religion, sex, national origin, age, marital or veteran status, medical condition or handicap, or any other legally protected status.

At times, government agencies require periodic reports from employers on the sex, ethnicity, handicap, veteran and other protected status of employees. The purpose of this Administrative EEO Record is for statistical analysis only and is used to comply with government record keeping, reporting, and other legal requirements. Periodic reports are made to the government on the following information. The completion of the Administrative EEO record is optional. If you choose to volunteer the requested information, please note that all

Administrative EEO Records are kept in a Confidential File and are not part of your Application for Employment or Personnel file.

Please note: YOUR COOPERATION IS VOLUNTARY. INCLUSION OR EXCLUSION OF ANY DATA WILL NOT AFFECT ANY EMPLOYMENT DECISION.

Serve as the primary point of contact for inbound customer inquiries via phone, email, or chat, delivering courteous and timely assistance on banking products, account services, and transaction-related issues.

Process a high volume of consumer inquiries related to client banking products and services, resolving a targeted percentage of issues at first contact.

Troubleshoot customer problems by identifying root causes and utilizing available tools, systems, and knowledge resources to determine appropriate resolutions.

Accurately document all customer interactions, case details, and resolutions in the designated CRM/ticketing system in compliance with company and data protection standards.

Update and verify customer information, ensuring accurate entry of contact details, account changes, and service requests.

Escalate unresolved, complex, or technical issues to the appropriate Product Support department or senior associate within established timeframes.

Delivering Digital Outcomes. Driving Real Impact.

Sutherland is the preferred digital transformation partner for iconic brands worldwide, unlocking new value for their business, people, and customers.

The Customer Service Associate is an entry-level position responsible for providing professional, efficient, and empathetic support to banking customers via telephone, email, and chat in a work-from-home environment. The associate handles a high volume of inbound inquiries related to banking products and services, including account management, transactions, billing, payments, and card-related concerns.

Working under close supervision, the associate follows standard scripts and procedures to resolve routine customer issues, accurately documents all interactions, and escalates complex matters to senior associates or specialized departments. This role requires strong communication skills, attention to detail, and the ability to navigate multiple banking systems simultaneously while maintaining compliance with client policies, data protection standards, and regulatory requirements.